Quotes
Quotes (КП) are the core of the platform. A quote contains line items with pricing, discounts, taxes, and notes — everything you need to present a professional commercial proposal.
Quote Lifecycle
Draft → Sent → Accepted / Rejected / Expired
↕
Cancelled (at any point)
Creating a Quote
There are two ways to create a quote:
- New Quote — start from scratch on the dashboard
- From Template — apply a pre-designed branded layout
Quote Fields
| Field | Description |
|---|---|
| Customer | Select an existing customer or add a new one |
| Title | Name of the quote |
| Valid until | Expiry date for the quote |
| Currency | USD, EUR, or RUB |
| Items | Line items with description, quantity, price |
| Discount | Optional quote-level discount |
| Notes | Internal notes (visible only to you) |
| Terms | Terms & conditions shown on the PDF |
Editing a Quote
Only quotes in Draft status can be edited. Use the Edit button to modify any field.